There are many uses and needs for Life Insurance. This program will examine 5 uses that the agent can discuss with the prospect. The uses range from fairly simple personal needs concepts (Creating an Estate and Paying off the Home Mortgage), to more complicated business concepts (Insuring the Key Person and Funding the Buy-sell Agreement). The program concludes with a discussion concerning the concept of using life insurance to coordinate with Qualified plans and providing a Tax-Free Retirement Plan for the loved-ones. In addition to the discussion of the five concepts, there will also be a review of the “Advantages of Life Insurance”.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
|Top Five Uses for Life Insurance Course Materials||Available after Purchase|
|Please Read - VOD credit instructions and state specific required forms (0.15 MB)||Available after Purchase|
|Course Slides (0.49 MB)||Available after Purchase|
|Course Outline (0.02 MB)||Available after Purchase|
Jerry graduated from the University of West Florida in 1970 (College of Education). After teaching at the high school level for a brief time he moved into the insurance industry. He worked for a property and casualty direct writer for several years. In 1983 he and his wife open an independent insurance agency in Tallahassee, FL. While there he focused primarily on the life, health and financial services area. Additionally he began working in the Continuing Education field as a speaker and writer. The property and casualty division was sold in 1995. Today Jerry continues to operate a life and financial services agency - Rhinehart & Associates - located in Panama City, FL.
Jerry serves on the National Faculty of the Society of Certified Insurance Counselors. He attained his CIC in 1986, his CLU in 1987, his ChFC in 1988, and his RHU in 1997. He is a director and Past President for the Tallahassee Chapter of CLU and ChFC. He also served as a director and Secretary/Treasurer for Professional Insurance Agents of Florida and is a past Agent of the Year for that organization. He is a former national member of the Board of Governors of the Certified Insurance Counselors (Austin, TX).
Since 1986 Jerry has conducted more than 1,200 programs to insurance, CPA, attorney and Human Resource groups on topics that range from Estate Planning, Long Term Care, Life Insurance, Annuities, Business Perpetuation and Health Insurance. He frequently writes articles for various insurance trade magazines on the above topics. Additionally, serves as an expert witness in legal proceedings regarding life and health insurance matters.
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